Dext helps speed up our processes and saves us time, and its accuracy is brilliant. I like that it keeps coming up with innovative ways to help us do our job, and I love its data health checks. It works brilliantly with Xero, and I love the expense reports. I can put client expenses and links to the receipts on one report, then add the PDF to the invoice so clients can access all the receipts. That saves hours of time for clients. I also find Dext very intuitive, easy to read, and easy to work my way around. Review collected by and hosted on G2.com.

There isn't an awful lot that doesn't work well with Dext. The only thing I can suggest is that it's missing expense cards. Review collected by and hosted on G2.com.

What I like most about Dext is how easy it makes it to manage receipts and expenses. It saves me a lot of time by automating data entry, keeping everything organised, and making it straightforward to find the information I need whenever I need it. Review collected by and hosted on G2.com.

The manual splitting of line items can be a little time-consuming, especially when dealing with invoices containing multiple products or VAT rates. It would also be better if automated extraction was included as standard with accounting software, rather than being an additional cost for businesses. Review collected by and hosted on G2.com.

We run finance teams for a large number of high growth SMEs, so we roll Dext out across a whole book of customers rather than a single business. That makes adoption the thing we care about most, and it is where Dext earns its place. Setting up a new customer takes minutes, and the people submitting the paperwork, who are not finance people, pick it up without us having to train them. Extraction on invoices and receipts is accurate enough that what lands in Xero needs very little correction, and statement reconciliation through Dext saves us real time at month end. The product also moves. We get meaningful updates regularly rather than a roadmap that never ships. Review collected by and hosted on G2.com.

There is no proper expense management layer with approval workflows, so anything involving employee claims or a sign off chain has to happen outside Dext and then come back in. For a tool that already owns the document capture step, that is a gap worth closing. Review collected by and hosted on G2.com.

Dext is easy to set up for clients and offers great features, including strong integration with Xero and reliable bank statement extraction. Support has also been excellent — our account manager and team have been responsive and helpful throughout. Review collected by and hosted on G2.com.

There aren't too many downsides overall. Cost is a factor — it's a meaningful expense for the practice as a whole, though we did trial a competitor and found it wasn't the right fit for us either. On the AI component, we felt we weren't given sufficient time to properly test and evaluate whether it was working well before committing to paying for it — though that's more a reflection on our own internal process than on Dext itself. One other issue we've noticed is that Euro VAT transactions can come through into invoices, and there's no global/overall setting to lock this down or restrict it, which would be a useful control to have. Review collected by and hosted on G2.com.

I like that Dext is straightforward and easy to use. I can process hundreds of documents from start to finish within minutes, keep client data up to date, and spend less time chasing paperwork. Clients can upload documents directly, which helps keep receipts from going missing and helps them capture as much tax and expenses back into their business as they can. It frees up my time and my clients’ time, so our conversations can focus more on advice and their business instead of requesting documents. I also like the clear, tidy interface, the ongoing support, that they listen to feedback and keep building out the software, and that it isn’t an expensive tool overall. Review collected by and hosted on G2.com.

There isn’t much I’d improve. There are a few little things with the document types in Dext Prepare that could be added, but they’re a small thing rather than issues that stops me from using it. I can give the Dext team feedback, and they’re always improving the software. Review collected by and hosted on G2.com.

Dext allows me to have a team all over British Columbia. This alone has brought growth and ease to my firm. Review collected by and hosted on G2.com.

My biggest struggle is having to add an account or tax code, I have to go to QBO, refresh, come back to Dext, reload the lists or categories and then refresh and keeping moving forward. There are also more document duplicates that sneak through, then I would like to see.. Review collected by and hosted on G2.com.

I like that Dext is easy to use and offers three different ways to upload receipts, making it straightforward to train clients on it. The batch publish feature to QBO really saves me time for clients. It's been very easy to use because I've been using it for years and I remember how to use it. Initially, we chose Dext because it seemed easier compared to Hubdoc, and meeting Dext people at a QBO connect back in 2019 gave me confidence. The initial setup was also very easy. Review collected by and hosted on G2.com.

One area that could be improved in Dext is the added cost for all the new features. While I've been using the platform for years and find it easy to use, the pricing for additional functionality is a concern. It seems like there could be a better way to manage these costs while still enjoying all the benefits Dext offers. Review collected by and hosted on G2.com.

That you can connect it to QBO so that transactions there have backup for accountants, and for ourselves when we need to look back at something. I love that it sees when the transaction already exists in QBO so you can just send the image. The new AI rules have a lot of potential, though I find they often don't work. I can't tell if it's the way I've worded them, or just that Dext AI needs more work. Review collected by and hosted on G2.com.

I wish there were an easy way to contact Dext about questions or issues. I'm not a fan of chatbots. My questions are usually too complicated for them, since I'm an advanced user. I usually only ask questions with difficult things. I can't speak about pricing because my boss pays for that for us, but I get the feeling it's quite expensive, so it's difficult to recommend it to a client if they're going to have to pay for it themselves. I wish there were a simpler version of Dext that was more affordable, maybe a version that does was Dext used to do without all the new additions, like AI and statement extraction. Maybe just a basic Dext with normal data extraction and publication. The fetch feature often doesn't work, either. It might work for a time, but then stops working, maybe due to a 2fa issue, but sometimes that doesn't seem to be it. Review collected by and hosted on G2.com.

I really like Dext for its simplicity and the numerous ways it offers to get information into the system, which means we're not limited to one way of working. The links with other accounting systems, especially Xero, are particularly beneficial, as they provide a seamless way to prepare a set of accounts from the source documents all the way through to the final sets of accounts. Plus, the setup was really simple. Review collected by and hosted on G2.com.

Sometimes the line item extraction feature in Dext doesn't extract the sales tax and VAT correctly in the UK, and it requires some manual entry, which is a little frustrating. However, it's not a massive issue as it deals with the rest of the document well, but improvement in this area would be great. Review collected by and hosted on G2.com.

It helps a lot when I’m doing bookkeeping for clients who have a significant volume of invoices and credit card activity, especially those that require annual audits. It saves time because I can forward invoices directly to Dext from my email, then code them there and have them populate into QBO. Overall, I’ve seen a huge reduction in the time I spend coding and uploading because of this. Review collected by and hosted on G2.com.

There are definitely still some improvements that could be made around tax entry and invoice extraction. I find there’s still a lot of manual input required for both. Taxes, especially on restaurant or grocery receipts, can be finicky and difficult to enter correctly. I often end up publishing to QBO and then editing the PST and GST amounts separately there.

With the extraction tool, it often won’t pull in accounts or classes even when they’re listed on the invoice. The net, tax, and total amounts are also almost always incorrect, which leaves me spending extra time manually adjusting everything to match the actual amounts. Review collected by and hosted on G2.com.